The Global Meetings page provides a centralized view of all upcoming and completed meetings for all of your LMX clients.

This article covers the features available on this page.

Navigating to the Global Meetings page

To access the Global Meetings page:

1. Hover over Global in the top navigation bar of Lifecycle Manager.
2. Click Meetings
   

Filtering the list

To narrow the list of meetings, use the filters at the top of the Global Meetings page:

1. Upcoming/completed tabs - Choose either option to select upcoming meetings or meetings that have already been completed.
2. Meeting Type - Select the types of meetings you want shown in the list.
3. Attendees - Filter by meeting attendees
4. Account team - Select a team member to filter by account team
5. Search - Search for a Meeting title, Client name, or Meeting type

Reviewing the Meetings list

Each meeting in the list is shown with the following columns:

• Title - The title applied to the meeting. Click the meeting title to edit the meeting details.
• Client - The name of the client the meeting is with. Click the client name to open the client dashboard.
• Type - The type of meeting.
• Date - The date the meeting will be held.
• Goals - Any goals that the meeting is associated with.
• Attendees - The internal team member assigned to the meeting.
• Client Attendees - The names of the clients' team members who will be attending the meeting.